INVESCO EXCH TRD SLF IDX FD's ticker is BSCO and the CUSIP is 46138J841. A total of 264 filers reported holding INVESCO EXCH TRD SLF IDX FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,450 | +0.2% | 10,280 | +0.3% | 0.15% | -18.4% |
| Q1 2023 | $211,084 | -6.0% | 10,252 | -6.5% | 0.18% | -3.8% |
| Q4 2022 | $224,641 | +0.7% | 10,966 | +0.4% | 0.19% | -21.5% |
| Q3 2022 | $223,000 | +3.7% | 10,918 | +5.2% | 0.24% | +41.1% |
| Q2 2022 | $215,000 | +330.0% | 10,376 | +363.8% | 0.17% | +409.1% |
| Q3 2021 | $50,000 | 0.0% | 2,237 | +0.4% | 0.03% | +10.0% |
| Q2 2021 | $50,000 | -100.0% | 2,227 | -42.9% | 0.03% | -73.5% |
| Q1 2020 | $122,815,000 | +134.1% | 3,902 | -92.7% | 0.11% | +145.7% |
| Q4 2019 | $52,471,000 | – | 53,806 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waycross Investment Management Co | 727,516 | $15,037,762 | 17.30% |
| Kaye Capital Management | 1,199,105 | $24,785,507 | 11.36% |
| Lido Advisors, LLC | 55,735,214 | $1,152,046,870 | 8.77% |
| Virginia National Bank | 70,111 | $1,449,194 | 6.61% |
| Treasure Coast Financial Planning | 368,870 | $7,624,533 | 5.29% |
| TruWealth Advisors, LLC | 2,901,680 | $59,977,719 | 5.16% |
| Sound Stewardship, LLC | 335,355 | $6,931,786 | 4.66% |
| Camelot Portfolios, LLC | 234,542 | $4,847,989 | 4.63% |
| KICKSTAND VENTURES, LLC. | 680,300 | $14,061,810 | 4.36% |
| S.E.E.D. Planning Group LLC | 501,465 | $10,365,282 | 4.00% |